Envestnet Asset Management
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Envestnet Asset Management’s Northwest Bancshares NWBI Stock Holding History

Envestnet Asset Management’s Portfolio NWBI Stock Details NWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Sell
24,506
-1,147
-4% -$16K ﹤0.01% 4296
2026
Q1 		$326K Buy
25,653
+8,712
+51% +$110K ﹤0.01% 4227
2025
Q4 		$203K Sell
16,941
-4,971
-23% -$60.5K ﹤0.01% 4263
2025
Q3 		$271K Sell
21,912
-3,506
-14% -$44.1K ﹤0.01% 4146
2025
Q2 		$325K Buy
25,418
+11,376
+81% +$138K ﹤0.01% 3975
2025
Q1 		$169K Sell
14,042
-2,881
-17% -$36.5K ﹤0.01% 4173
2024
Q4 		$223K Buy
16,923
+1,930
+13% +$26.8K ﹤0.01% 4045
2024
Q3 		$201K Buy
14,993
+422
+3% +$5.53K ﹤0.01% 4020
2024
Q2 		$168K Buy
14,571
+3,647
+33% +$40.1K ﹤0.01% 3974
2024
Q1 		$127K Buy
+10,924
New +$130K ﹤0.01% 4038
2022
Q4 		– Sell
-11,002
Closed -$149K – 4019
2022
Q3 		$149K Sell
11,002
-3,517
-24% -$48.9K ﹤0.01% 3658
2022
Q2 		$186K Sell
14,519
-1,635
-10% -$20.8K ﹤0.01% 3626
2022
Q1 		$218K Buy
16,154
+77
+0.5% +$1.09K ﹤0.01% 3642
2021
Q4 		$228K Buy
16,077
+757
+5% +$10.5K ﹤0.01% 3587
2021
Q3 		$203K Buy
15,320
+1,272
+9% +$16.7K ﹤0.01% 3498
2021
Q2 		$192K Sell
14,048
-1,393
-9% -$19.7K ﹤0.01% 3497
2021
Q1 		$223K Sell
15,441
-1,561
-9% -$22K ﹤0.01% 3290
2020
Q4 		$217K Buy
17,002
+2,598
+18% +$29.6K ﹤0.01% 3100
2020
Q3 		$133K Sell
14,404
-1,394
-9% -$13.8K ﹤0.01% 2991
2020
Q2 		$162K Sell
15,798
-9,563
-38% -$98.5K ﹤0.01% 2920
2020
Q1 		$293K Buy
25,361
+14,419
+132% +$210K ﹤0.01% 2561
2019
Q4 		$182K Buy
+10,942
New +$183K ﹤0.01% 2937
2014
Q3 		– Sell
-480
Closed -$7K – 2824
2014
Q2 		$7K Buy
+480
New +$6.59K ﹤0.01% 2177
2013
Q3 		– Sell
-57
Closed -$1K – 2461
2013
Q2 		$1K Buy
+57
New +$713 ﹤0.01% 2224

Other funds holding NWBI

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Envestnet Asset Management's NWBI Position: Q2 2026 in Review

Envestnet Asset Management reduced its Northwest Bancshares (NWBI) stake by 4.5% in Q2 2026, selling an estimated $16K and leaving 24,506 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #4296.

Envestnet Asset Management first reported a position in NWBI in Q2 2013 and has held it in 24 quarters since. 114 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Envestnet Asset Management held 24,506 shares of Northwest Bancshares worth $372K as of Q2 2026.
  • Envestnet Asset Management sold 1,147 Northwest Bancshares shares in Q2 2026, an estimated $16K.
  • Northwest Bancshares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4296 holding.
  • Envestnet Asset Management first reported a position in Northwest Bancshares in Q2 2013 and has held it in 24 quarters since.
  • 114 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.